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income Archives - Schulz Wealth

May 10
0
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A Life Lived

By Rob Schulz | Financial Planning, Other

You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my hero’s are not interested in the publicity.   My hero’s lead quiet…

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Jun 26
0

Variable Annuities can be Costly

By Rob Schulz | Insurance, Investing, Other

Back in the 90’s I sold a lot of variable annuities. I worked for a large financial services company that strongly encouraged the use of variable annuities and there were…

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Jun 19
0

Financial Meetings with your Kids

By Rob Schulz | Budgeting, Financial Planning, Kids & Money, Other

The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their…

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Apr 24
0

5 Tips Towards a Successful Retirement

By Rob Schulz | Budgeting, Financial Planning, Investing, Other, Retirement/401(k)

In most of my recent client meetings I am being reminded that retirement is an outdated term. We try to use the term “transition” but that does not fit as…

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Apr 17
0

We Should Try to be as Intentional and Deliberate as we Can

By Rob Schulz | Financial Planning, Other

“If you had actually read it, you would have noticed the second signature line”, declared the man across the counter. My immediate response was “it’s not intended to be read,…

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Feb 20
0

The Kitchen Perspective

By Rob Schulz | Financial Planning, Health, Other

I had a friend in high school who went to work for the new McDonald’s that came to town. It was a big deal in Taylor, Texas.  My dad liked…

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Feb 11
0

Willpower is Way Overrated

By Rob Schulz | Financial Planning, Other

When it comes to saving and investing money, many times we are our worst enemy. Successful people learn to rely on good systems and processes to achieve their goals, not…

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Jan 14
0

Eight Years of Innovation

By Rob Schulz | Financial Planning, Leadership, Other

It’s hard to believe the iPhone is eight years old this month and it’s hard to imagine daily life without it or the Android technology that was spurned by its…

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Jan 24
0

ROTH 401(k): Underutilized and Misunderstood

By Rob Schulz | Financial Planning, Other, Retirement/401(k)

It has been six years now since the doors opened for 401(k) plans to allow ROTH contributions.  Most employers by now have amended their plans to allow these contributions but…

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Jan 13
0

Thoughts on Retirement Income

By Rob Schulz | Financial Planning, Other, Retirement/401(k)

As you get closer to Financial Independence Day (the day you start taking money out of your retirement accounts), the reality of what was an intangible concept for so many…

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      © 2022 Schulz Wealth. © 2022 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The content that is provided from the Priorities and Lifestyles podcast (P&L) is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

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